Executive Wealth Management, LLC

Q4 2018 13F Combination Report, Stock Holdings

Signature - Title
Kyrstin RItsema - Chief Compliance Officer
Location
Brighton
Holdings as of
December 31, 2018
Value $
$566M
Num holdings
804
Date filed
2/19/2019, 08:43 AM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included BND, SPLG, USMV, ITOT, and XSLV.
Next filing
Q1 2019 - May 2, 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kyrstin RItsema Chief Compliance Officer Brighton, Michigan 2/19/2019

List of Other Managers Reporting for Executive Wealth Management, LLC:

Name Holdings Value Location File Number
Atria Investments, Inc $8.47B Charlotte, NC 028-14921